OptiMiser
by OptiMiser Energy Inc.
Last updated Mar 29, 2026 · 1 revision
Home performance software, streamlined
4.1 - Fair Quote Only · $25/mo Free Trial Mobile App 45 Features
4 Integrations
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optimiserenergy.com
About This Product
Home performance and energy audit software with Salesforce CRM integration, DIY audit import, combustion appliance testing wizard, and team/partner collaboration workflows. Designed for home performance contractors and weatherization programs.
FSH Score Breakdown
Ease of Use 6.2
Features 0.0
Support 6.0
Value 5.0
Integrations 6.5
AI Capabilities 1.5
Customer Reviews
Features
45 features confirmed across
13categories· Showing confirmed capabilities only
Platform & Customization10features
hpXML SupportHPXML supportAudit TrailAudit WizardCustom API AccessPre-loaded file generation via APICustom FieldsAge- and region-specific defaultsData ExportCustom data extract deliveryData ImportPreloaded audit data from DIY auditsDocument ManagementPhoto and report archivingCustom Templates
Show 2 more
Third-Party Integrationauto-syncing for multi-user collaborationCustom BrandingCustom report branding
Compliance & Safety8features
Energy ModelingEnergy modelingPV Solar ModelingPV modeling with panel and inverter databasesDOE Energy SimulationDOE-approved WAP modelingNIST Calibration TrackingUtility bill calibrationManual J Calculationsdesign load calculationCombustion AnalysisCombustion safety analysisASHRAE 62 ComplianceASHRAE 62.2 complianceASHRAE 152 ComplianceASHRAE 152 duct analysis
Scheduling & Dispatch5features
DispatchingJob re-assignmentWork OrdersStaged workflow managementSchedulingJob scheduling and appointment managementWeather Data IntegrationProject ManagementNexus CRM and project management
Reporting & Analytics5features
AnalyticsContinuous Savings EstimationReportingPDF Reports with instant page previewsEnergy Rate AnalysisBPI-2400 utility bill analysisMIRR CalculationModified internal rate of return (MIRR) calculationsEconomic AnalysisFinancial analysis with MIRR
Mobile & Field Tools3features
Offline ModeOffline data entry and processingDigital SignaturesSignature captureAI Photo AnalysisAI-assisted appliance identification
Technician Management3features
Inspection Managementhealth and safety auditAutomated Quality AssuranceAutomatic weather updatesCertification ManagementAutomatic file delivery
Equipment & Asset Management3features
NREL Database Integration2,000+ item NREL measures and cost databaseRemote DiagnosticsExpert system for building diagnosticsBAS AutomationAutomatic funding allocation
Estimating & Quoting2features
Quoting & Estimatesworkscope buildingAutoCAD GenerationDIY audit generation
Customer Communication2features
Client PortalePortal collaborationAI Chat Receptionistlive help chat
CRM & Sales1feature
CRMNexus CRM
Accounting Integration1feature
AI Bill ScanningUtility bill scraping tool
AI & Automation1feature
AI SupportPre-Energy Audit Diagnostic Expert System
Training & Education1feature
Quizzes & AssessmentsLight Commercial Audits
Integrations 4 across 4 categories
CRM 1
Salesforce
Salesforce
Productivity 1
Dropbox
Dropbox
Data & Automation 1
HPXML
HPXML
Industry-Specific 1
EnergySavvy Optix
Pricing
- Model
- Quote Only
- Starting at
- $25/mo
- Notes
- Subscription-based. Contact for pricing. Salesforce integration available.
